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Boston Trust Walden’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Boston Trust Walden’s Portfolio SHM Stock Details SHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$468K Sell
9,766
-168
-2% -$8.04K ﹤0.01% 343
2026
Q1 		$475K Buy
9,934
+168
+2% +$8.1K ﹤0.01% 330
2025
Q4 		$469K Sell
9,766
-1,285
-12% -$61.7K ﹤0.01% 327
2025
Q3 		$533K Buy
+11,051
New +$532K ﹤0.01% 325

Other funds holding SHM

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Boston Trust Walden's SHM Position: Q2 2026 in Review

Boston Trust Walden reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 1.7% in Q2 2026, selling an estimated $8.04K and leaving 9,766 shares worth $468K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Boston Trust Walden first reported a position in SHM in Q3 2025 and has held it in 4 quarters since. The position peaked at $533K in Q3 2025. 184 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Boston Trust Walden held 9,766 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $468K as of Q2 2026.
  • Boston Trust Walden sold 168 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $8.04K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of Boston Trust Walden's portfolio in Q2 2026, its #343 holding.
  • Boston Trust Walden first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Boston Trust Walden's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $533K in Q3 2025.
  • 184 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.